MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Merriman Wealth Management
Washington
$360K – – –
IIA
377
IPG Investment Advisors
California
$355K +$355K +4,680 New
STCOSD
378
Sageworth Trust Company of South Dakota
South Dakota
$355K – – –
SBIA
379
Sheaff Brock Investment Advisors
Indiana
$354K – – –
FWM
380
Fairhaven Wealth Management
Illinois
$353K +$3.94K +52 +1%
Betterment LLC
381
Betterment LLC
New York
$351K +$351K +4,628 New
RA
382
RFG Advisory
Alabama
$350K +$350K +4,617 New
CA
383
Continuum Advisory
Idaho
$349K -$1.82K -24 -0.5%
SL
384
SWMG LLC
Texas
$349K -$8.04K -106 -2%
PIA
385
Perennial Investment Advisors
California
$347K +$10K +132 +3%
FCM
386
Family Capital Management
Michigan
$338K +$338K +4,451 New
FPAS
387
Focus Partners Advisor Solutions
Missouri
$337K -$6.37K -84 -2%
PWA
388
PCG Wealth Advisors
Kansas
$333K +$333K +4,388 New
ETIA
389
Epic Trust Investment Advisors
Washington
$329K +$80.6K +1,063 +32%
AWA
390
ARQ Wealth Advisors
Arizona
$329K +$329K +4,342 New
JIP
391
Jaffetilchin Investment Partners
Florida
$307K -$8.19K -108 -3%
CIBC World Market
392
CIBC World Market
Ontario, Canada
$306K – – –
RFN
393
Redwood Financial Network
Ohio
$305K +$305K +4,025 New
WCG
394
Weaver Consulting Group
California
$305K +$23.7K +312 +8%
WFM
395
Wolff Financial Management
Michigan
$303K – – –
HIP
396
HUB Investment Partners
Texas
$297K -$3.41K -45 -1%
WA
397
Waddell & Associates
Tennessee
$288K -$1.82K -24 -0.6%
SWM
398
Spire Wealth Management
Virginia
$284K -$10.2K -135 -3%
PHS
399
Pekin Hardy Strauss
Illinois
$280K +$12.1K +160 +5%
CA
400
Crewe Advisors
Utah
$275K -$88.3K -1,164 -24%
14 15
16
17 18